Jabil, CECO and Klarna made a tight earnings-acceleration screen, highlighting rising EPS growth trends that could signal further stock upside.
CECO Environmental Corp. (CECO) is rated a buy, driven by robust order visibility, a record backlog, and structural demand from power and industrial infrastructure. Q1 2026 backlog reached ~$1.03 billion (up 72% y/y), with bookings of $449 million and a book-to-bill ratio of ~2.2x, signaling strong forward growth. The Thermon acquisition enhances CECO's margin mix and cross-selling potential, positioning CECO closer to customers' uptime and reliability needs.
Here is how CECO Environmental (CECO) and Helios Technologies (HLIO) have performed compared to their sector so far this year.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 57 | $1,666.89 | $4,617.85 | $2,950.96 | 177.03% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,332 | $27,237.76 | $185,708.82 | $158,471.06 | 581.81% |
Farallon Capital Farallon Capital Management LLC | 234,000 | $13.94M | $18.85M | $4.91M | 35.22% |
| BG Bart Gancher Intech Investment Management LLC | 9,452 | $261,950.53 | $752,026.64 | $490,076.11 | 187.09% |
Bridgewater Associates LP Bridgewater Associates LP | 9,288 | $553,379 | $741,182.4 | $187,803.4 | 33.94% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TS Tomohiko Sano JP Morgan | 407 | $34,318.27 | $33,310.54 | -$1,007.73 | -2.94% |
| Construction & Engineering Industry | Industrials Sector | Todd R. Gleason CEO | NASDAQ (NGS) Exchange | 125141101 CUSIP |
| US Country | 1,540 Employees | - Last Dividend | 29 Sep 1992 Last Split | - IPO Date |
CECO Environmental Corp. is a global leader in providing critical solutions geared towards industrial air quality, industrial water treatment, and energy transition. It extends its services across the globe, operating under two primary segments: Engineered Systems and Industrial Process Solutions. CECO offers a comprehensive array of services including engineering, design, manufacturing, and installation of various systems aimed at improving environmental conditions. Established in 1869 and rooted in Dallas, Texas, the company has burgeoned into a pivotal player in the environmental solutions sector, catering to a diverse clientele that spans natural gas processors, refineries, industrial manufacturers, and even electric vehicle producers.
CECO manufactures and installs non-metallic expansion joints, rubber expansion joints, ducting expansion joints, industrial pinch, and duck bill valves, offering flexible solutions for thermal expansion, vibration, and pressure pulsation in piping systems.
The company provides membrane-based industrial water and wastewater treatment systems, ensuring efficient water management and pollution control for industrial applications.
CECO offers solutions ranging from consultation and design to manufacturing, installation, and service for dust and fume extraction, addressing air quality concerns in industrial environments.
Products include dampers and diverters, severe-service and industrial cyclones, dust collectors, thermal oxidizers, filtration systems, wet and dry scrubbers, and more, designed to meet specific industrial needs for air pollution control and process optimization.
The company offers comprehensive water treatment solutions and a variety of pumps, covering metallic and non-metallic options for diverse industrial requirements.
CECO provides custom acoustical gen-set packages, ambient air baffles, acoustical louvres, and skid enclosures aimed at managing and reducing industrial noise levels.
Targeting hydrocarbon and chemical processing industries, these solutions are designed to improve process efficiency and product purity.
The company markets advanced systems and equipment for conserving energy and water, essential for sustainable industrial processes.